Peter Zeihan on China, Apple, and Europe

This podcast episode challenges the common misconceptions about China's status as a superpower and highlights the significant challenges it faces. It delves into the impact of globalization on birth rates and the decline in global stability. The episode also explores the political and economic instability in China and its potential implications for Taiwan. Additionally, the potential risks and consequences of a China-Taiwan invasion are discussed, along with the challenges Apple faces due to its heavy reliance on China for manufacturing. The impact of demographics on interest rates and the future of tech, as well as the Fed's concerns about a demographic crisis, are also examined.